Category: Salesforce

In the Resco Mobile Client, there is online and offline mode when working with your data from Dynamics 365, Salesforce etc. In this post, we will show how it works. Online and offline mode is set by clicking on the computer icon in the Resco Mobile Client. Online looks like below, with the “computer screen” filled in: Offline looks like below, with the screen not filled in: With Online mode … Continue reading Resco Mobile Client, Online Mode vs Offline Mode

To install the Resco Field Service Mobile App for Windows, go to: https://www.resco.net/support/downloads/ Select Windows (desktop): Open the file: Click Next: Click Next: Click Next: Click Close: Now, from the start menu, run Resco MobileCRM. You will see below. Click Internal User: Select Standard User and enter your credentials. Click Refresh: It will show as Synchronizing: When complete, you will then be able to use the mobile client:

Salesforce Trailhead is a free online training site to learn Salesforce. To access the site, go to: https://trailhead.salesforce.com and click Sign Up or Login on the top right: Signing up will take you through a sign up process: Selecting Login will prompt you with options to log in using Salesforce, Facebook, Google+ or LinkedIn: You will be taken to the login page: Selecting Trails will take you to various guided learning … Continue reading Signing Up For and Using Salesforce Trailhead to Learn Salesforce

To install the Salesforce content pack for Power BI, go to log into powerbi.com and from the bottom left, select “Get Data”: Select Services: Search for Salesforce. Select Salesforce Sales Manager->Get Now: If you are authenticated, select Allow: The new dashboard will load: With new underlying reports: Select Salesforce Sales Rep->Get Now: Select Salesforce Reports->Get Now: Connect to Salesforce: Enter your Salesforce credentials: You may see below: